Tucker Asset Management LLC AMERICAN FUNDS FUNDAMENTAL INVS F3 Transaction History

Tucker Asset Management LLC

  • $939 Billion
  • Q4 2024
Number of Shares
2,675
Previous 3,189 16.12%
Holding current value
$216 Million
Previous $272 Million 20.77%
% of portfolio
0.02%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
N/A
-514 Reduced 16.12%
2,675 $216 Million
Q3 2024

Feb 03, 2025
BUY
N/A
9 Added 0.28%
3,189 $272 Million
Q2 2024

Aug 09, 2024
BUY
N/A
29 Added 0.92%
3,180 $258 Million
Q1 2024

Aug 09, 2024
BUY
N/A
3,151 New
3,151 $250 Million
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